Join 100+ Advisor Firms That Are Adding $10's of
Millions To Their AUM Predictably Year After Year.

Results Focused, Compliance Vigilant Apply concepts with confidence and your organization’s approval.

Financial Planning

About OneTech

We specialize in helping Certified Financial Planners grow their practices through targeted marketing strategies.

With years of experience in the financial services industry, we understand the unique challenges CFPs face when it comes to marketing and client acquisition. Our team of experts combines financial industry knowledge with cutting-edge marketing techniques to deliver results that matter.

We believe that every financial planner deserves to have a steady stream of qualified leads without sacrificing the personal touch that makes your practice unique.

250+

CFPs Supported

12+

Years Experience

100Millions+

AUM

About OneTech

Our Clients

Portfolio 1
Portfolio 2
Portfolio 3
Portfolio 4
Portfolio 5
Portfolio 6
Portfolio 6
Portfolio 6
Portfolio 6

Our Process

How we deliver results for financial planners

01

Discovery

We learn about your practice, target audience, and goals

02

Strategy

We develop a customized marketing plan tailored to your needs

03

Implementation

We execute the strategy with attention to compliance and detail

04

Optimization

We continuously refine based on performance data and feedback

Client Testimonials

What financial professionals say about our services

Client
Robert Johnson

CFP®, Financial Advisor

"OneTech transformed my practice. Within 6 months, they helped me increase qualified leads by 150%. Their understanding of the financial industry sets them apart from other marketing agencies."

Client
Sarah Williams

CFP®, Wealth Manager

"The content marketing strategy developed by OneTech has positioned me as an authority in retirement planning. I'm now regularly approached by media outlets for commentary, which has significantly boosted my credibility."

Client
Michael Chen

CFP®, Estate Planning Specialist

"I was hesitant to invest in marketing, but OneTech proved the ROI quickly. Their targeted approach brings me clients who are genuinely interested in comprehensive estate planning services."

Client
Jessica Lee

CFP®, Investment Advisor

"OneTech helped us modernize our marketing and reach new clients. We saw a noticeable increase in website traffic and inquiries within two months. Highly recommended for any CFP looking to grow."

Client
Daniel Kim

CFP®, Retirement Specialist

"We saw a 200% increase in qualified leads after working with OneTech. Their strategies are tailored and results-driven. The team provided clear communication and regular updates, making the process seamless and effective."

Client
Priya Patel

CFP®, Wealth Manager

"OneTech's digital marketing expertise gave our firm a competitive edge. Their reporting and communication are top-notch. We saw measurable improvements in both website traffic and lead quality within the first quarter. Highly recommended for any CFP looking to grow."

Ready to Grow Your Financial Practice?

Schedule a free consultation to discuss how we can help you attract more qualified clients.

Schedule Consultation

Schedule Your Growth Strategy Call

Book a free consultation with our experts to discuss growth strategies for your business

Why Schedule a Call?

Growth Strategy

Get personalized advice for scaling your business

15-Minute Sessions

Quick but impactful conversations

Expert Advice

Our specialists have helped 100+ businesses

Flexible Scheduling

Book at a time that works for you

What to Expect

  • Personalized growth assessment
  • Actionable insights
  • No obligation consultation
  • Follow-up resources

© 2025 Growth Strategy Calls. All rights reserved. Your information is secure and will not be shared.

Frequently Asked Questions

Common questions about marketing for financial planners

While some strategies like paid advertising can generate leads within weeks, most organic strategies like SEO and content marketing take 3-6 months to show significant results. We focus on sustainable growth rather than quick fixes.

Absolutely. Our team includes professionals with financial industry experience who understand compliance requirements. All content and strategies are developed with regulatory considerations in mind.

Yes, we have experience working with CFPs specializing in retirement planning, estate planning, investment management, tax planning, and more. Our strategies are tailored to your specific niche and target audience.

We track key performance indicators including website traffic, lead generation, conversion rates, and most importantly, client acquisition cost and ROI. You'll receive regular reports showing exactly how your investment is performing.

Our unique advantage is our deep understanding of the financial services industry. Unlike general marketing agencies, we speak your language, understand compliance requirements, and know how to connect with individuals seeking financial advice.